Cathy Brennan

Judge
DISC Type : Dc

Advisory Board Member at SENDA

Belfast Metropolitan Area, United Kingdom

Overview

Cathy is an award-winning Senior Financial Planner at Knightsbridge Wealth Management with extensive experience since 1997. A graduate of Ulster University, she was named Financial Adviser of the Year for Scotland & NI in 2024. Colleagues and clients consistently describe her as empathetic, patient, knowledgeable, and caring.

Outside of work, Cathy is a mother to three children, including twins, and recently co-created a video podcast, "Broods, Money and Moods," to support parents of multiples. She is passionate about community work, volunteering as an Advisory Board Member for SENDA and for Dress for Success Northern Ireland.

She founded the Lean In Women IN Finance NI Circle to support and encourage women in the financial services sector.

Personality Overview

Fast But Wary

Features Driven

Quality Focused

They are not focused on building rapport and relationships.  They like to be in a position where they can control the conversation and terms. More than the product, they care about the effectiveness of the product.

Topics They Care About

Women in Finance
Founded the Lean In circle for Women in Finance in Northern Ireland and won the 2024 Women in Financial Advice Award.
Financial Coaching
Founded her own financial coaching and money mentoring business, Resourceful Planner, to help people make confident, values-aligned financial decisions.
Family Legacy Planning
Focuses on helping families create financial clarity across major life transitions, including retirement, wealth transfer, and legacy.

Media Appearances

Cathy has no verified media appearances

Work History

10-2024
Advisory Board Member at SENDA
3-2024
Senior Financial Planner at Knightsbridge Wealth Management
9-2022 - 3-2025
Community Volunteer at Dress for Success Worldwide
9-2022 - 11-2022
Community Volunteer at Nationwide Building Society
7-2022
Founder | Financial Coach at Resourceful Planner

Education

9-2022 - 6-2023
MSc/Cert Executive Leadership from Ulster University
9-1994 - 6-1997
BA (Hons) Banking and Finance 2:1 & 1st Dissertation from Ulster University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Belfast Metropolitan Area, United Kingdom Job Level : Leadership Designation : Advisory Board Member at SENDA
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Insights For Selling To Cathy

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Refer to testimonials from well-known industry leaders
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cathy is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Cathy

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Cathy move?

  • They can take decisions very fast if you manage to convince them.
  • Can Cathy take some risk or not?

  • The risks don’t matter much to them.

You And Cathy

Personality Compatibility


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